Anirudh Keynote at CadenceLIVE 2024. Big Advances, Big Goals

Anirudh Keynote at CadenceLIVE 2024. Big Advances, Big Goals
by Bernard Murphy on 05-01-2024 at 6:00 am

Anirudh keynote at CadenceLive 2024

The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More


Synopsys Presents AI-Fueled Innovation at SNUG 2024

Synopsys Presents AI-Fueled Innovation at SNUG 2024
by Daniel Nenni on 04-08-2024 at 6:00 am

Synopsys Presents AI Fueled Innovation at SNUG 2024

SNUG is the premier event for Synopsys to showcase its technology and impact on the industry. This year’s SNUG did not disappoint. The two-day event packed many fantastic user presentations along with exciting news of innovation from Synopsys. Jensen Huang and Sassine Ghazi even held a live, interactive Q&A session. Compelling… Read More


ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum

ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
by Robert Maire on 04-01-2024 at 10:00 am

Moving to the US
  • Nvidia changing name to AISi (AI silicon) reflecting business focus
  • Nvidia to buy PSI Quantum to combine AI & quantum efforts
  • ASML to move to U.S. to reduce China & employee restrictions
  • New Japanese consortia firms join Rapidus & IBM fab team

Nvidia renaming to reflect AI reality

Nvidia which is now clearly seen as … Read More


Synopsys SNUG Silicon Valley Conference 2024: Powering Innovation in the Era of Pervasive Intelligence

Synopsys SNUG Silicon Valley Conference 2024: Powering Innovation in the Era of Pervasive Intelligence
by Kalar Rajendiran on 03-29-2024 at 6:00 am

AI Powered Hyperconvergence Tools Offerings

After the leadership transition at the top, Synopsys had just a little more than two months before the company’s flagship event, the Synopsys User Group (SNUG) conference. The Synopsys user community and entire ecosystem were waiting to hear new CEO Sassine Ghazi’s keynote to learn where the company is going and its strategic … Read More


Autonomy Lost without Nvidia

Autonomy Lost without Nvidia
by Roger C. Lanctot on 04-04-2023 at 10:00 am

Autonomy Lost without Nvidia

Five years ago Uber nearly singlehandedly wiped out the prospect of a self-driving car industry with the inept management of its autonomous vehicle testing in Phoenix which led to a fatal crash. The massive misstep instantly vaporized tens of billions of dollars of Uber’s market cap and sent the company’s robotaxi development… Read More


Nvidia Arm Acquisition Talking Points

Nvidia Arm Acquisition Talking Points
by Daniel Nenni on 10-30-2020 at 10:00 am

Nvidia Arm Acquisition 2020

Before founding SemiWiki I competed with Arm on many different levels throughout my career and I have had various business dealings with them since. SemiWiki also published the definitive book on Arm: “Mobile Unleashed” which goes deep into the history of Arm and the top SoC companies (Qualcomm, Apple, and Samsung).… Read More


Google Stadia is Here. What’s Your Move, Nvidia?

Google Stadia is Here. What’s Your Move, Nvidia?
by Krishna Betai on 04-04-2019 at 12:00 pm

On March 16, 2019, Google introduced the world to its cloud-based, multi-platform gaming service, Stadia. Described as “a gaming platform for everyone” by Google CEO Sundar Pichai at the Game Developers Conference, Stadia would make high-end games accessible to everyone. The video gaming industry, as we know it, will never … Read More


Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


Nvidia’s Pegasus Putsch!

Nvidia’s Pegasus Putsch!
by Roger C. Lanctot on 10-29-2017 at 7:00 am

There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.

To be clear, Nvidia is triangulating on the automotive… Read More


TSMC: Semiconductors in the next ten years!

TSMC: Semiconductors in the next ten years!
by Daniel Nenni on 10-23-2017 at 6:00 am

The TSMC 30th Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.

Here is the replay

The… Read More